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The Financial Ombudsman Service rules in favour of private investors far too often, according to the Association of Private Client Investment Managers and Stockbrokers. Speaking at an IFA conference in Geneva, chief executive Angela Knight said the FOS often forces advisers to pay compensation even though the adviser has acted legitimately, sensibly and ethically. She […]

Sofa is reporting a big increase in IFAs diversifying into general insurance and protection products, as advisers try to make up for the drop in revenue in traditional business areas.It says the lack of appetite among the public for investments is motivating more IFAs to move into product areas such as protection and private medical […]

IFAs are overwhelmingly in favour of staying independent and have strongly rejected multi-tying in a survey by Axa.Its research shows that 82 per cent of IFAs want to remain independent and only 18 per cent would opt to multi-tie in a depolarised industry.The vote echoes research commissioned by Money Marketing over the last two months.Axa […]

Downing Corporate Finance is raising an additional £5.5m for the Downing Nurseries EIS to fund the purchase and management of between four and nine nurseries around the UK, excluding London. The EIS was established in March 2002 to build a group of children&#39s nurseries and has raised £3m so far. Under the original share offer, […]

In this short video, Head of Multi Asset at Royal London Asset Management Trevor Greetham looks at how to configure portfolios to match different risk appetites, explaining the tools he uses to manage risk. Click here

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Independent governance committees at big-name pension providers are failing to safeguard the interests of savers and the FCA must take action, fresh research finds. In 2015, the FCA required contract-based pension providers to appoint IGCs to act as champions of savers’ interests. IGCs are required to publish annual reports to increase transparency and encourage comparison […]

The FCA is reviewing the content of its pension transfer specialist examination standard in light of recent issues with pension transfer advice, Money Marketing understands. The regulator does not offer qualifications but it does have a role in setting standards for exams and publishes “appropriate examination standards” guidance. Money Marketing understands a working group, mostly […]

Building on auto-enrolment’s success and fine tuning the pensions dashboard are high on the list As I write my first Money Marketing column of the year, it has given me an opportunity to look back on what the Government has done to transform pensions and savings for people since 2010. Five years on from the […]